A lot of pending regulatory changes turn out to be much ado about nothing. Ask me again when their are relevant legislated changes. Executive orders count for nothing here.
If ARE continues to fall, do you think management is steady enough to stay the course? IOW is the a there a chance (I know, I know, there's always a chance) that they'll cut the dividend in favor of buybacks?
Well indeed you never know. But these guys seem to be steady ship types. Still Boards really hate paying 10% so if the price gets below $53 for very long I will have some concern. Still I think the big thing to watch is occupancy.
"I did invest a bit this past week, moving into an oil midstream and an oil producer with large and secure distributions". Names or symbols? Apologies if I can find this elsewhere; as a new subscriber, not sure where to look?
For context, this newsletter goes to all subscribers, and I keep portfolio moves accessible only to paid subscribers like you. Go to https://focusedinvesting.substack.com/ and look at the last two Trade Alerts. I also survey the entire portfolio in my Monthly Updates. And annual subscribers get real-time access to my live portfolio.
I'm wondering if the pending regulatory streamlining for nuclear changes your opinion on any of those stocks?
A lot of pending regulatory changes turn out to be much ado about nothing. Ask me again when their are relevant legislated changes. Executive orders count for nothing here.
If ARE continues to fall, do you think management is steady enough to stay the course? IOW is the a there a chance (I know, I know, there's always a chance) that they'll cut the dividend in favor of buybacks?
Well indeed you never know. But these guys seem to be steady ship types. Still Boards really hate paying 10% so if the price gets below $53 for very long I will have some concern. Still I think the big thing to watch is occupancy.
Thanks Paul, I'm also eying ARE with greedily.
"I did invest a bit this past week, moving into an oil midstream and an oil producer with large and secure distributions". Names or symbols? Apologies if I can find this elsewhere; as a new subscriber, not sure where to look?
For context, this newsletter goes to all subscribers, and I keep portfolio moves accessible only to paid subscribers like you. Go to https://focusedinvesting.substack.com/ and look at the last two Trade Alerts. I also survey the entire portfolio in my Monthly Updates. And annual subscribers get real-time access to my live portfolio.
Got it; thanks!